Previous provider transition: HealthEquity / WageWorks

If your employer is transitioning from HealthEquity (or its legacy WageWorks brand) to Alice, the steps below are for the employer's HealthEquity administrator to add a read-only consultant user. This lets the transition specialist pull the historical balances and records Alice needs to migrate your team smoothly.

Add a read-only administrator in HealthEquity / WageWorks

1. Log in to the employer portal

2. Go to User Management

From the main dashboard, go to Administration → User Management (sometimes labeled Manage Users or Employer Users).

3. Add a new user

Click Add User or Create New User. Enter the consultant's details:

Name: Mackenzie Richards
Title: Benefits Consultant
Company: Zen Benefits Consulting
Email: team@zenpretax.com
Phone: (516) 518-8620

4. Assign role and permissions

Choose an Administrator or Employer Admin role with full read/view access only. Disable edit, change, or submission privileges (funding changes, employee updates, plan configuration) wherever granular controls are available.

5. Review and save

Confirm the details and permissions, then click Save, Create User, or Invite.

6. User activation

The system will email the new user with instructions to set up their login credentials.

Notes

Permission labels and screens may differ slightly between HealthEquity and legacy WageWorks interfaces.
If the portal doesn't support true read-only administrator roles, HealthEquity Support may need to help configure the right access level.
Some accounts require explicit approval or a consultant-access designation for third-party consultants.

Questions about your transition? Email support@thisisalice.com or call (888) 431-4355.

Specific benefits, election rules, and run-out periods depend on your employer's plan design. Check with your HR team or plan administrator for details.

Trademarks, brands, and product names referenced in this article are the property of their respective owners. References are for descriptive purposes only and do not imply endorsement. For definitive information about a third party's products or services, contact that party directly.

Alice does not provide tax, legal, or financial advice. Consult your own tax preparer, lawyer, or financial advisor for guidance specific to your situation.